What are the risks?

Past performance is not a guide to future performance and may not be repeated. The value of investments, and the income from them, can go down as well as up and investors might not get back the amount originally invested.

Some trusts invest solely in the companies of, or in property located in, one country or region. This can carry more risk than investments spread over a number of countries or regions. Investors in the emerging markets and the Far East should be aware that this involves a high degree of risk and should be seen as long term in nature. Exchange rates may cause the value of investments denominated in currencies other than sterling, and the income from them, to rise or fall.

Navigating the exciting opportunities of the world’s most dynamic markets through Investment Trusts requires in-depth local knowledge, plenty of experience and a steadfast approach.

Here you can discover the features of Investment Trusts and learn about the team’s expertise across the range and territories, so you can start plotting your own investment journey.

Asian investment opportunities

We have had offices in Asia for over 40 years and have offices in ten key locations. It’s a length of experience and geographical coverage in the region that has given our fund managers the great advantage of a large team of local analysts to generate strong investment ideas for the trusts.

Funds

Schroder Oriental Income FundThe Company targets the attractive income and income growth potential provided by Asian companies.Read more

Schroder Japan Growth Fund plcAims for capital growth by investing in one of the world's leading economies..Read more

Asian Total Return Investment Company plcThe Company targets a high rate of total return, whilst also seeking to offer a degree of capital preservation, by investing in attractive investment opportunities across diverse Asian equity markets.Read more

Meet the team

Matthew Dobbs

Matthew Dobbs - Fund Manager

Overview: Matthew is Head of Global and International Small Cap Equities and manages Paciic Equity Portfolios and is also responsible for Global and International Small Cap Portfolios. His has over 33 years of investment experience at Schroders.

Qualifications: BA in History and Economics, Oxford University.

King Fuei Lee

King Fuei Lee - Co-Fund Manager

Asian Total Return Investment Company

Overview: King Fuei is Head of Asian Equities is responsible for managing Asia Pacific ex Japan mandates. He is based in our Singapore office and his investment career started in 1999 when he joined Schroders.

Robin Parbrook

Robin Parbrook - Co-Fund Manager

Overview: Robin is Head of Asia ex Japan Equities and also a Regional and Alternatives Fund Manager. He is based in our Hong Kong office and has over 24 years of investment experience.

Qualifications: MA in Economics, Edinburgh University.

Andrew Rose

Andrew Rose - Fund Manager

Schroder Japan Growth Fund Limited

Overview: Andrew is a Japanese Equity Fund Manager based in London and has also spent time in our Tokyo office. His investment career started when he joined Schroders in 1981.

Qualifications: Degree in Japanese & Politics, University of Sheffield. Postgraduate degree in International Economics, Kobe University, Japan.

What are the risks?

Past performance is not a guide to future performance and may not be repeated. The value of investments, and the income from them, can go down as well as up and investors might not get back the amount originally invested.

Some trusts invest solely in the companies of, or in property located in, one country or region. This can carry more risk than investments spread over a number of countries or regions. Investors in the emerging markets and the Far East should be aware that this involves a high degree of risk and should be seen as long term in nature. Exchange rates may cause the value of investments denominated in currencies other than sterling, and the income from them, to rise or fall.

UK investment opportunities

Schroders has managed UK equities since the 1920s and our team has evolved over time to capitalise most effectively on our expertise and address the changing needs of our clients. Our process is founded on proprietary fundamental research and we have outstanding access to the companies we research as a result of Schroders’ scale and longstanding commitment to UK equities.

The Company’s principal investment objectives are to provide real growth of income, being growth of income in excess of the rate of inflation, and capital growth as a consequence of the rising income.

Meet the team

Andy Brough

Andy Brough - Fund Manager

Schroder UK Mid Cap Fund plc

Overview: Andy is Head of our Pan European Small and Mid Cap Team. His investment career commenced in 1987 when he joined Schroders.

Qualifications: Degree in Economics.

Philip Matthews

Philip Matthews - Fund Manager

Schroder UK Growth Fund plc

Overview: Philip is a UK Equity Fund Manager who joined Schroder in 2013 to manage UK equity portfolios.

Qualifications: Degree in Modern and Medieval Languages from Cambridge University and a CFA Charterholder.

Sue Noffke

Sue Noffke - Fund Manager

Schroder Income Growth Fund plc

Overview: Sue is a UK Equity Fund manager and has over 25 years of investment experience at Schroders. She is also an Associate Member of the Institute of Investment Management Research.

Qualifications: Degree in Business Administration and Biochemistry, Aston University.

Jean Roche

Jean Roche - Fund Manager

Schroder UK Mid Cap Fund plc

Overview: Jean Roche became co-fund manager of the Schroder UK Mid Cap investment trust in September 2016. She joined Schroders in 2016 and is based in London.

Qualifications: CFA Charterholder; MSc in Financial and Industrial Mathematics from Dublin City University; BA in Mathematics and French from National University of Ireland, Galway.

What are the risks?

Past performance is not a guide to future performance and may not be repeated. The value of investments, and the income from them, can go down as well as up and investors might not get back the amount originally invested.

Some trusts invest solely in the companies of, or in property located in, one country or region. This can carry more risk than investments spread over a number of countries or regions. Investors in the emerging markets and the Far East should be aware that this involves a high degree of risk and should be seen as long term in nature. Exchange rates may cause the value of investments denominated in currencies other than sterling, and the income from them, to rise or fall.

Real estate investment opportunities

The Schroder Real Estate team have a wealth of experience managing listed real estate funds in the UK and Continental Europe. Our real estate team consists of over 75 people operating from offices across Europe, Asia and North America, managing over £11.8 billion in real estate assets.

Launched on 9 December 2015, the Schroder European Real Estate Investment Trust targets growth regions in Continental Europe and aims to provide a regular and attractive level of income together with the potential for long-term income and capital growth.

Meet the team

Jeff O’Dwyer

Jeff O'Dwyer, Investment Manager

Jeff is based in London and has over 20 years of real estate experience across a cross section of disciplines including, acquisition, investment management and fund management with a central focus on office, retail and industrial asset classes. The majority of his career has been spent operating in Continental Europe, having lived and worked there for over 11 years.

Jeff joined Schroders in January 2015 to focus on Pan European management and acquisition initiatives. Jeff was formerly a Director of Pacific Real Estate Capital Partners, a European investment advisory business, with responsibility for sourcing, analysing and structuring investment opportunities in Continental Europe. Prior to joining Pacific Real Estate Capital Partners, Jeff was a Director at UBS Global Asset Management where he spent time based in London and Milan and led UBS's European Portfolio Transaction initiatives. Jeff was previously a member of Lend Lease's European retail fund team and broader European Capital Transactions team. He has also held positions in Australia and New Zealand for a listed retail REIT (St Lukes Group now owned by Westfield) and a boutique fund management company, MTM Funds Management.

Jeff has an Honours Degree in Land Economics and is an FCA approved person.

Duncan Owen

Duncan Owen, Global Head of Real Estate

Duncan Owen is the Global Head of Real Estate at Schroders, the role has responsibility for providing leadership and developing the growth strategy of the business as well as its investment direction. He chairs the Real Estate Investment Committee and sits on the Schroders Global Investment Committee. He is also the lead manager for Schroder Real Estate Investment Trust. He joined Schroders in 2012 and is based in London.

Duncan has over 25 years of Real Estate experience, is an FCA approved person and member of the British Property Federation Policy Committee. He is the Non Executive Chairman of Monument Asset Management.

Nick Montgomery

Nick Montgomery, Head of UK Real Estate

Nick Montgomery joined Schroder Real Estate Investment Management in January 2012 from Invista Real Estate Investment Management Limited where he was Head of UK Commercial Funds and was responsible for managing the Company's portfolio. Previously Nick worked at Gatehouse Investment Management, managing the Westbury Property Fund and identifying and acquiring property assets with third party equity and debt. He started his investment management career in 1999 at LaSalle Investment Management managing institutional pension fund property portfolios.

Nick holds a BSc (Hons) in Estate Surveying from Nottingham Trent University. He is a member of the Royal Institution of Chartered Surveyors and an FCA approved person.

What are the risks?

Past performance is not a guide to future performance and may not be repeated. The value of investments, and the income from them, can go down as well as up and investors might not get back the amount originally invested.

Some trusts invest solely in the companies of, or in property located in, one country or region. This can carry more risk than investments spread over a number of countries or regions. Investors in the emerging markets and the Far East should be aware that this involves a high degree of risk and should be seen as long term in nature. Exchange rates may cause the value of investments denominated in currencies other than sterling, and the income from them, to rise or fall.

A year of many historical anniversaries, 2016 marks 420 years since the death of Sir Francis Drake, the first Englishman to circumnavigate the globe. On board his ship, the Golden Hind, expert sailors would use compasses, log lines and maps to safely guide the crew to their final destination, often through unfamiliar territories.

It’s not often that you hear Queen Elizabeth II and investment trusts mentioned in the same breath – but like her majesty, at least 10% of UK investment trusts have been in existence for 90 years or more.

Since shares in an investment trust are traded on the stockmarket, the price is based on supply and demand among investors, rather than what the fund’s underlying investments are worth, known as the net asset value (NAV).

First developed in the nineteenth century, an investment trust is incorporated as a public company and listed on the London Stock Exchange. A type of collective or pooled investment fund, an investment trusts is a professionally managed fund which combines the money of a broad range of investors in a single investment vehicle.

Investors are increasingly turning to real estate to gain exposure to real assets that produce an attractive income return as well as the potential for capital growth. The new Schroder European Real Estate Investment Trust offers investors access to the dynamic continental European real estate markets, as well as the extensive experience of a dedicated investment team based in the target markets, led by Tony Smedley at Schroder Real Estate Investment Management (REIM).

In turbulent times for global markets, the skilful management of high quality real estate assets continues to offer potential for attractive capital and income returns. With a focus on providing diversified exposure to assets in the right locations in the right UK cities, the long-established Schroder Real Estate Investment Trust could be an attractive option for investors.

What are the risks?

Past performance is not a guide to future performance and may not be repeated. The value of investments, and the income from them, can go down as well as up and investors might not get back the amount originally invested.

Some trusts invest solely in the companies of, or in property located in, one country or region. This can carry more risk than investments spread over a number of countries or regions. Investors in the emerging markets and the Far East should be aware that this involves a high degree of risk and should be seen as long term in nature. Exchange rates may cause the value of investments denominated in currencies other than sterling, and the income from them, to rise or fall.